Workflow trigger not working with Zoho Forms
Hi there, I'm utilizing Zoho Forms to create a custom module in Zoho called "Discovery". It's working as expected. On this "Discovery" I have a field with a drop down with the options of Yes or No. If that field is Yes, a case should be created. It isClient Script - On Field Update Event
I am trying create a Client Script that would run when a field is updated. But the only available event option is onBeforeUpdate. I need an onAfterUpdate kind of event so I have the latest value of the updated field. How can I accomplish this? ThankAdding a button that asks for details
Hi everyone! we would like to add a "Ask for a quote" button to our Deals Detail page. This button should show a form that asks a few details and then sends the values to an endpoint exposed by our ERP. What is the recommended way to achieve this? ThanksTriggers workflow rules when restoring from the Recycle Bin
Hello, Currently, I can run a function in a workflow rule when I delete a record, but I can't run anything when I restore it from the Recycle Bin. I have set a function in my workflow rule that recalculates the amount when a record is deleted. However,Please, one complete Circuit example of getting a CRM record and updating some fields
Please, One complete Circuit example of getting a CRM record and updating some fields. The example you provide for “commission calculation” is insufficient to use as a starting place for my own circuit. I’m always willing to first use published documentation,How to use workdrive api in crm widget?
Is there a way to integrate WorkDrive API into a CRM widget? I'm currently developing a widget for the CRM platform and utilizing the JS SDK as detailed here: JS SDK Documentation. My goal is to create a new directory in WorkDrive for each account andZoho CRM API 2.0 with OAuth 2.0 invalid code
For the 2nd step, https://accounts.zoho.com/oauth/v2/token . I am ALWAYS getting the error ""error": "invalid_code"". Any idea on what may have caused this?Get the Error "OAUTH_SCOPE_MISMATCH"
Hello, in every case i will get Data from the New OAuth2.0 CRM API i get the error "OAUTH_SCOPE_MISMATCH" Example call/response out of postman what am I doing wrong? The oauthtoken works fine, because i get the Error "INVALID_TOKEN" if i change it...JSON return empty owner
Hello, I have used both CURL and PHP SDK version 4. I noticed that CURL returns JSON response completely while PHP SDK misses the owner and other nested objects. Is there a way for SDK to return the same response as the CURL version?How do I insert a record with an external ID?
Request header: X-EXTERNAL: Potentials.Subscription_Id Request body: { "data": [ { "id": "385551000026301022", "Subscription_Id": "cc49c2cf-dc69-4ae7-a42e-c8c3a0d59fa2_1" } ] } (I've omitted some other fields for confidentiality) Response body: { "code":API for Zoho CRM "Make this an online meeting" option
Zoho CRM offers a great feature when "manually" creating a meeting to select a checkbox "Make this an online meeting" and if you have a virtual platform setup in CRM (e.g., Zoom), the CRM will create a meeting in Zoom and send the meeting info (and virtualAccess Service Desk requests using Zoho API by generating code, auth token, and searching requests using python - OAuth2.0
Hello Zoho Community, I am new to python and I am working on accessing Zoho API for an Automation flow, specifically I am looking to search for a specific service desk requests based on a search criteria (Subject of a request) . Below are the issues facedAudit Log via API
Is it possible to fetch an audit log .csv file through a ZoHo CRM REST API instead of manually, through a dashboard? If not, is there another way to fetch user activities through the official API?Sandbox API not working
According to https://help.zoho.com/portal/community/topic/api-has-a-sandbox-environment the ZohoCRM Sandbox API can be accessed at https://crmsandbox.zoho.com I am finding, however, that api calls made to this sandbox address returns an HTML documentAPI has a sandbox environment?
Hello! I've need do some unit tests and I think that is better call the API into a sandbox environment. It's exists? Which is it endpoint? Thanks!Kaizen #118 - Mass Delete Records Across Modules (Part II)
Hey there! Welcome back to yet another insightful post in our Kaizen series! Picking up the thread from our last post, let's explore how to automate the process of mass deleting child records directly from the parent record's details page. This approachHow to insert a new row into a sub-form through deluge?
I have a form where I'm trying to insert a new row into a subform through deluge. I know in general how it's supposed to work but there's a problem that I'm running into. newItem = Map(); newOrder.put("Product_Name", "Test Name"); So I created a mapKaizen #117 - Mass Delete Records Across Modules (Part I)
Season's greetings to our coding enthusiasts! Let us code our way into the festive spirit with another insightful post in our Kaizen series! In this post, we will explore the process of creating a custom button using functions on the records' detail page.Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?
We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?Merge via API endpoint?
Hi Zoho team, I'm pretty sure this doesn't exist but I wanted to make sure. I'm creating a duplicate cleansing integration and need to know if there's a merge endpoint in Zoho CRM API. Looking at the docs there is nothing like this but is there any undocumentedHost your web and mobile apps of Zoho CRM in Catalyst
Hello everyone! We are happy to inform you that the web and mobile applications you build on top of Zoho CRM can now be hosted on the robust microservice framework platform, Catalyst. Our help documents give you an understanding of building and hostingReference or Disable the cancel button in editing
Hello, I'm having an issue. I created a button with the function to switch from one module to another, and when this action is completed, it opens the record in edit mode with the information already filled in. However, when I click on the cancel button,Download attachments in contacts notes section in CRM with API
Hi team, I am trying to download attachments stored in my CRM contacts notes section with the API. I am able to identify the attachment_id for a contact in the notes section by using: {api-domain}/crm/{version}/{module_api_name}/{record_id}/Notes andHow to use Multi Select Field in formulas
Hi, In my deals module I have a multi select field called products. It contains Product 1 , Product 2 , Product 3 I am trying to create a formula field to check if "product 1" is selected . May I know in zoho crm which formula do i use? I have tried ContainsHow to connect Shopify with CRM (please describe step by step)
I want to Connect Shopify website to ZOHO CRM so that when a customer fill up a form from Shopify website then a contact will be created automatically in ZOHO CRMHow to Get Global picklist (Global Set) values from API V5
I am working on a project and I need to validate values before updating accounts in zoho CRM. For regular picklists I am able to obtain the values using the fields API but for the fields that are using global sets I still get the original values fromCreating a request for authorization token in code
Hello, I am trying to create a request in my application code to get the authorization code from Zoho CRM. I have tried to register my application with client-based, server-based and self client as well. But I am unable to grab the authorization codeHelp! Trying to update Account Module via website in Javascript, and its creating a new entry
Hi there, We are using Javascript on our website and trying to update a record in the Account module when someone updates their business details. Our code is as follows: const updateZohoAccountForClientUser = tryCatchWrapper( async (userId: string) =>Searching using telephone numbers
Hi, I am looking to pop a screen based on a phone number. Q1. Is there a way to search across Leads and Contacts with one query - at the moment it seems I have to issue a query for each type of entity. Q2. The datastore I am searching against has telephone numbers in seemingly free format. e.g. some entries have spaces between area code and number, others dont, some have +xx in front etc. So many of my searches fail because the of what seems to be a requirement to exact-match: https://crm.zoho.com/crm/private/xml/Contacts/searchRecords?authtoken={0}&scope=crmapi&criteria=(((Phone:{1})OR(Mobile:{2})OR(HomeURL images
I would need to get a url of an image I uploaded to Zoho to use in my app, is it possible? In this case, where do I find in Zoho CRM the images I uploaded using the api.https://maven.zohodl.com seems to be down
https://maven.zohodl.com seems to be down so we cannot use Zoho Java SDK. Any ideas when it will be back?Remove product from a quote or clear product details.
I have a Quote with a couple of products in "Product details" section. I need to update quote with some new data and I need to remove some products. Can I clear product details in a specified quote and add products again? If it's not possible to do withUsing Zoho CRM as a backend for a web application
Hello i wanted to make a web application for the front end i am using react and wanted to use Zoho as the backend for user ,products ect . What are some good resources or tutorials i can follow apart from the docs on Zoho Apis ? Maybe something that goesHow to get API key for external access
How do I get an API key to configure my own system to connect to the CRM ? The only key I can seem to find is the ZSC keyCan I set API request limits for each client application?
Hi, We let 3rd party service to fetching data in our Zoho CRM using API calls for web applications. For each web application, we create a Server-based Application client in api-console.zoho.com. Since there are limited credits for our license to use APIZoho CRM Portal Default Value on form load
The contact would create custom module record on CRM Client Portal. How can I default value fields [account name, ship-to address, ship-to phone, ....] from module Contact to the custom module. I try the [Workflow Rules] at Automation, but the triggerUpdate CRM Variables with Additional Business Logic
Update CRM Variables with Additional Business Logic ZOHO CRM Variables provide the ability to store static values that can be updated in one spot and used across multiple functions within a ZOHO deployment. Specific Events, Actions or responses to anotherCall function in function
Hi , Can you I call function in other function ? if no, Can I create a bloc code deluge and call it in function ? How ? Thank you in Advance ,CRM Deal API, Insert Record Error INVALID_DATA
I have pass json data and added require fields but getting below error, can you send each field name so i can make proper request to create record ? { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" },Kaizen #114 - Geocoding Leads' Addresses in ZOHO CRM
Hola, code enthusiasts! buckle up for a new post on our Kaizen series. This week, let us bring the theory to practice and explore a real-world scenario of sales representatives. We will look at how to create a Related List Widget map in Zoho CRM's LeadNext Page
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Introducing the Workflow and Actions APIs for Zoho CRM
We are absolutely thrilled to announce the release of Workflow APIs and Actions APIs in Zoho CRM’s v8 API suite! This powerful new set of endpoints gives developers unprecedented programmatic control over business automation. For years, Workflow RulesAttention API Users: Upcoming Support for Renaming System Fields
Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label propertiesClient Script | Update - Introducing ZRC: Simplified HTTP request library
Hello Developers! Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM? We heard you :) Here comes ZRC (ZohoClient Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceSmarter data gathering with Query component in Wizards
Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone to
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Kaizen# 209 - Answering Your Questions | All About Client Script
Hello everyone! Welcome back to another exciting Kaizen post! Thanks for all your feedback and questions. In this post, let's see the answers to your questions related to Client Script. We took the time to discuss with our development team, carefullyI am trying to integrate my module in sandbox environment to add data via API
I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"Get logged in user ID in Deluge script
Hello all, How do I get the id of the logged-in user in a deluge script? the "zoho.loginuserid" function actually returns the users email address or whatever the user id they use to login to zoho with and not the id of the user record, and given thatAPI ZOHO CRM Picket list with wrong values
I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those valuesFormat a "return" message
Good day, Is there a way to format the message of the "return" function in CRM deluge script?
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Kaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over theKaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
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